Oceanstone Fund

Class Other (OSFDX)
Scorecard
4 / 5 Stars
Lipper
5 4 2 1 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A (Buy)

Fund Fees

Updated 12.31.2013

Maximum Sales Fees %
Initial
Deferred

Updated 12.31.2013

Maximum Fees %
Administrative
Management 1.8
Redemption

Updated 12.31.2013

Actual Fees %
12b-1
Management 1.8
Net Expense Ratio: Annual Report 1.8
Net Expense Ratio: Prospectus 1.86

Updated 03.05.2014

Total Cost Projections
3-Year $585.00
5-Year $1,008.00
10-Year $2,197.00

Purchase Information

Updated 10.24.2013

Minimum Investments
Initial $2,000.00
Additional $100.00
Initial IRA $2,000.00
Additional IRA $100.00
Initial AIP $2,000.00
Additional AIP $100.00

Contact Fund

Oceanstone Fund

P.O. Box 130982
Carlsbad CA 92013
USA

760.602.0103

www.oceanstonefund.com